I became an Edward Jones financial advisor in 2003, opening the firm’s fifth branch office in Asheville, NC. I have built my practice over the years to help ensure that you have a "Work Optional Lifestyle" when you retire.

For me, an ideal client has goals. They desire to carefully and thoughtfully work toward goals that range from preparing for or living in retirement, estate considerations, retirement medical expenses and legacy planning.

When you decide to work with our practice, we start by finding out what's important to you. Then we use an established process to build a personalized strategy to achieve your financial goals. Finally, we partner together for the rest of your life to help you stay on track.

My wife, Lynn, and I have been married for more than 29 years. We have one married son and two wonderful grandsons, Sam and Jude. We share our home these days with three dogs and one cat - all rescues! I enjoy swimming with the Asheville Masters Swim Team where I also serve on the board. I also enjoy amateur radio, gardening and porch sitting with family and friends.

Susan Weaver is my senior branch office administrator. She is from Asheville and has been married to her husband, Michael, for 26 years. They have a fur-baby named Callie and are avid Ford Mustang fans. Susan graduated from UNC-Asheville and has more than 32 years of experience in the financial services industry.

Susan and I provide highly personalized service. All aspects of our practice are aligned to help us better understand and meet your unique goals and needs.

My team and I will be in your corner during important turning points in your life. When times get tough, you won’t face them alone. We will walk with you every step of the way.

As a branch team, Susan and I annually collect toys for the "Toys For Tots" drive and support Leicester Elementary School each year with a "Tools for Schools" drive.

Connect with me on LinkedIn or follow me on Facebook.
[email protected]

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Swimming
  • Gardening
  • Genealogy

Office Information

Mailing Address

P O Box 2506 Leicester, NC 28748

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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